Sean
Kleeman
Avantax Advisory Services
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About this Advisor
Sean Kleeman is a financial advisor based in Mililani, Hawaii, working with Avantax Advisory Services. Sean has previously held positions at The Kleeman Corporation, Avantax Advisory Services, Amway Corporation, Avantax Insurance Agency And/Or Avantax Insurance Services, and Avantax Investment Services Inc. Sean has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Hawaii. Currently, Sean is part of Avantax Advisory Services, which operates out of Mililani, Hawaii. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Sean Kleeman Work History
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Investment Services Inc
Avantax Advisory Services
The Kleeman Corporation
Amway Corporation
Disclosures
Please visit the SEC profile of Sean Kleeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Danville, CA
Round Rock, TX
Coppell, TX
Midland, TX
Baytown, TX
Coppell, TX
Makawao, HI
Lomita, CA
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